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Items can be merged into a single physical item and placed in the Binding Work Order workflow if:
NOTE: When items are bound together, the previous items are deleted and a new item, with no history, is generated. |
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1) Option #1 Conduct a physical title search for the title, -In the persistent search bar? yes click on the ... Buttonellipsis button, select Edit record, --Pushes one into the MD Editor. Correct? yes Whatever is opened in the MD Editor, we must remember to Release the record when done. Correct? the cataloging classes will cover this; I "think" there will be an automatic release of records after a set period of time as well click on the View Inventory icon, select View items under the appropriate holding record. Then click the checkbox to the left of each item you wish to merge into one bound item. Then click the Actions drop-down menu above the list of items on the left side of the screen and select Bind items. – The Actions drop-down menu is on the right side, not the left side. Correct? yoiu can feel free to correct things like thi; the displays tend to change frequently, so it is probably best to delete statements such as on the left --dab I do not see the 'Bind items' option. Under 'Actions' I only see Change Holdings. Example: Journal of community archaeology & heritage. Selected v.3 no.1-3 (2016) --it is there for me: maybe you are set up to only be able to edit certain library's items/holdings etc?? try finding a widener example--dab
2) Option #2. Conduct a physical title search for the title: click on the ... Button, select Items (or click on the Items within the Physical inventory summary). This will bring you to the List of Items page, check off the boxes to the left of each item you wish to bind, click on Actions drop-down menu at the top left side of the screen, select Bind Items. --Again, I see Actions on the right side and only Change Holdings as an option. I do not see Bind Items. .
3) Option #3. Conduct a physical items search; click on the ellipsis and choose Items; the physical item editor will open up for that item How does one know their in the physical item editor? I seemed to go directly to the List of Items page. I think if there is more than one item it would open up the item list, if there is only one item, it opens up the physical item editor ; ; click on View all items in the description area. Is this the Status filter with 'All' selected? no, it is a command in the blue description area of the item in the physical item editor This This will bring you to the List of Items page, check off the boxes to the left of each item you wish to bind, click on Actions drop-down menu at the top left side of the screen, select Bind Items. Same as above, I do not see 'Bind Items'
4) Option #4. During the receipt process; click on the ellipsis and choose Manage items; either next to an existing or newly created item, click on the ellipsis and choose Edit inventory item ; the physical item editor will open up for that item; click on View all items in the description area. This will bring you to the List of Items page, check off the boxes to the left of each item you wish to bind, click on Actions drop-down menu at the top left side of the screen, select Bind Items.
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- The Bind Items - Items List appears.
- Click Next.
- The Bind Items - Generate Work Order Page appears.
- Select a work order type (e.g. Binding) and a work order dept. (e.g. Collections Care - Widener), I selected 'Binding' as the Work order type. However, I only see 'WID Circulation' in the Work order department box. No other options. When I tried to search for a department, a popbox stated "The phrase didn't match any value."
- Add any notes in the Note field.
- Click the Create and Edit button, A confirmation message appears Binding the selected items will withdraw them from the system. Are you sure you want to continue? <-- Add this text or not necessary?
- then Confirm.
- Now you will receive the following message at the top of the Physical Item Editor screen: Items have been successfully bounded into new volume with barcode almaXXX (Item pid: XXXXXXXXXXXX).
- Scroll down to edit the item record for the bound volume. Edits to the bound item record may include: scanning in the physical piggyback barcode, removing the temp. loc. by clicking the Item is in temporary location No button (permanent location automatically updates in item later)–It seemed to update immediately, updating the enumeration/chronology, and updating the item description. -- In the "Item is in Temporary location" field I selected No. and then save. On the List of Items screen, the Status displayed as "Item in place". What are the steps for moving it into work order, rather than the permanent location?
- Click Save at the top of the screen when you have completed editing the bound item. You will receive the following confirmation message:
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